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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Berard (CRD# 2231287) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 31 years of experience in the finance industry.
Jeffrey Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Sarah Bernard (CRD# 5691555) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 9 years of experience in the finance industry.
John Berry (CRD# 2991677) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cary, NC and has over 26 years of experience in the finance industry. John Berry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Charles Betts (CRD# 2165056) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.
George Bingham (CRD# 4284995) is an Investment Advisor Representative working at 3sisters Sustainable Management, Inc. in Hillsborough, NC and has over 23 years of experience in the finance industry. George Bingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Pisces Financial Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. Benjamin Birken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Namtaf Advisors, LLC in Pittsboro, NC and has over 31 years of experience in the finance industry.
Patricia Blair (CRD# 2035516) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 34 years of experience in the finance industry.